HAMLET FUND INC (EIN 113053108) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1939

Legal Domicile

Principal Officer

gloria rocchio

Phone

6317512244

Tax Period

2022-07-01 to 2023-06-30

HAMLET FUND INC, founded in 1939, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2022. Revenue fell 49% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.9M, a strong 84% operating margin.

Mission

THE ORGANIZATION HOLDS CERTAIN RESTRICTED AND UNRESTRICTED FUNDS USED TO PROVIDE OPERATING SUPPORT TO WARD MELVILLE HERITAGE ORGANIZATION, LTD. AND THE L.I. MUSEUMS OF AMERICAN ART, HISTORY AND CARRIAGES AND THE PROPERTIES OF EAGLE REALTY HOLDINGS, INC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,255,382

Other Revenue $7,410

TOTAL REVENUE $2,262,792

Expense Breakdown

Grants Paid $352,867

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $352,867

Other Expenses $11,274

TOTAL EXPENSES $364,141

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,262,792	$4,402,706	-0.5%
Expenses	$364,141	$366,466	0.0%
Net Income	$1,898,651	$4,036,240	-0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD J GUTLEBER ESQ	Vice Chairman	1.00	Officer Director	$0	$0	$0
LAURA HUANG-ERNST	Trustee	1.00	Director	$0	$0	$0
ANNA M KEREKES	Trustee	1.00	Director	$0	$0	$0
KATHLEEN MICH	Treasurer	1.00	Officer Director	$0	$0	$0
JAMES MURDOCCO	Trustee	1.00	Director	$0	$0	$0
CHARLES NAPOLI	Trustee	1.00	Director	$0	$0	$0
DANIEL ROWE	Secretary	1.00	Officer Director	$0	$0	$0
DR RICHARD RUGEN	Chairman	1.00	Officer Director	$0	$0	$0
MARY VAN TUYL	Trustee	1.00	Director	$0	$0	$0
GRAHAM SCAIFE	Trustee	1.00	Director	$0	$0	$0
CHRIS RICHEY	Trustee	1.00	Director	$0	$0	$0
ANDY SKITMORE	Trustee	1.00	Director	$0	$0	$0
CHARLES LOHMANN	Trustee	1.00	Director	$0	$0	$0
GLORIA ROCCHIO	President	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,262,792	$364,141	$47,601,277	$1,898,651
2022	$4,402,706	$366,466	$43,288,603	$4,036,240
2021	$2,488,667	$477,038	$38,060,502	$2,011,629
2020	$1,541,661	$274,514	$30,555,570	$1,267,147
2019	$1,309,149	$297,167	$30,657,612	$1,011,982
2018	$1,419,391	$266,975	$29,239,852	$1,152,416

HAMLET FUND INC